INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 123 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,238,000 | -15.3% | 97,330 | -15.2% | 0.01% | -39.1% |
| Q2 2021 | $2,642,000 | -10.7% | 114,841 | -10.4% | 0.02% | -17.9% |
| Q1 2021 | $2,957,000 | -11.0% | 128,209 | -10.8% | 0.03% | -20.0% |
| Q4 2020 | $3,322,000 | -6.5% | 143,792 | -7.2% | 0.04% | -23.9% |
| Q3 2020 | $3,554,000 | -7.1% | 154,908 | -8.1% | 0.05% | -13.2% |
| Q2 2020 | $3,825,000 | +4.9% | 168,591 | +2.4% | 0.05% | -20.9% |
| Q1 2020 | $3,645,000 | -1.1% | 164,655 | +10.3% | 0.07% | +17.5% |
| Q4 2019 | $3,685,000 | -26.6% | 149,334 | -26.8% | 0.06% | -26.9% |
| Q3 2019 | $5,021,000 | +147.2% | 203,884 | +147.9% | 0.08% | +110.8% |
| Q2 2019 | $2,031,000 | +28.9% | 82,236 | +29.0% | 0.04% | +19.4% |
| Q1 2019 | $1,576,000 | +19.4% | 63,766 | +19.7% | 0.03% | +14.8% |
| Q3 2018 | $1,320,000 | +250.1% | 53,274 | +247.6% | 0.03% | +350.0% |
| Q2 2018 | $377,000 | – | 15,326 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 987,934 | $22,416,000 | 15.10% |
| Ironwood Financial, llc | 558,869 | $12,681,000 | 6.85% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 627,573 | $14,240,000 | 6.35% |
| IMA Wealth, Inc. | 653,595 | $14,830,000 | 5.36% |
| SFE Investment Counsel | 296,795 | $6,734,000 | 2.98% |
| BCS Wealth Management | 182,941 | $4,151,000 | 2.49% |
| S.E.E.D. Planning Group LLC | 95,958 | $2,177,000 | 1.70% |
| American Institute for Advanced Investment Management, LLP | 70,461 | $1,599,000 | 1.51% |
| Asset Dedication, LLC | 219,901 | $4,983,000 | 1.36% |
| Strategic Wealth Management Group, LLC | 94,213 | $2,138,000 | 1.26% |